CSIA
Carl Stuart Investment Advisor’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,640
| Closed | -$1.79M | – | 24 |
|
|
2023
Q4 | $1.79M | Buy |
+1,640
| New | +$1.79M | 1.21% | 8 |
|
|
2023
Q1 | – | Sell |
-1,740
| Closed | -$209K | – | 48 |
|
|
2022
Q4 | $209K | Hold |
1,740
| – | – | 0.19% | 24 |
|
|
2022
Q3 | $200K | Hold |
1,740
| – | – | 0.18% | 23 |
|
|
2022
Q2 | $226K | Hold |
1,740
| – | – | 0.2% | 20 |
|
|
2022
Q1 | $2.59M | Hold |
1,740
| – | – | 0.19% | 19 |
|
|
2021
Q4 | $309K | Buy |
+1,740
| New | +$309K | 0.22% | 20 |
|